Documentation Specialist – Health Care

Pinnacle Home Care

. Work from home in a hybrid role with minimal local travel to referral partner offices .

Posted 9/17/2026full-timeWest Palm Beach • Florida • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong communication and organizational skills while managing relationships with referral partners and ensuring compliance with HIPAA regulations. Proficient in utilizing EMR systems and MS Office to maintain data integrity and manage orders effectively.

Highest-signal resume keywords

EMR System ExperienceHIPAA ComplianceExcellent Communication SkillsOrganizational SkillsTime Management Skills

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Data Integrity ManagementOrder ManagementTyping SkillsMS Office ProficiencyReport Generation

Soft Skills

Multitasking AbilityDeadline ManagementProfessional Communication

Tools & Technologies

Smartsheet

Industry Keywords

Referral Partner RelationshipsCommunity Liaison CoordinationPatient Case ManagementOutstanding Orders Resolution

About the role

Key responsibilities & impact

Work from home in a hybrid role with minimal local travel to referral partner offices
Develop relationships with referral partners and learn each account’s referral patterns and preferred delivery methods
Update and manage delivery methods as necessary
Travel regularly to referral partner offices to obtain signatures for current or outstanding orders
Obtain outstanding paperwork when a community liaison is no longer working within the agency or branch
Monitor and correct physician information on profile pages
Submit Smartsheet updates for assigned referral sources and other information requiring changes
Document daily work performed to obtain current or outstanding orders, including dates, actions, and follow-up dates
Follow up on the previous week’s activity
Assist with order escalations by coordinating with the home office, referral partners, and community liaisons
Participate in meetings concerning outstanding F2F, hand-carry orders, escalations, and plans to obtain missing documents
Print and prepare orders for community liaisons and establish weekly signature-obtainment plans
Send outstanding orders and F2F/hand-carry orders to community liaisons for referral-office visits
Run weekly F2F and orders reports and ensure orders are complete within 14 days or according to the patient’s case
Review potential write-off accounts with RDS and determine resolution or write-off submission plans
Communicate professionally with all departments to resolve outstanding orders
Respond promptly to inquiries and resolve concerns or discrepancies
Comply with HIPAA regulations on all accounts

Requirements

What you’ll need

High school diploma or equivalent
Previous experience working with an EMR system
Excellent communication, organizational, and time management skills
Advanced typing and computer skills, including MS Office
Ability to multitask across multiple software systems while maintaining data integrity
Ability to excel in a deadline-driven environment
Ability to remain productive under high workloads and deadlines
Ability to comply with HIPAA regulations on all accounts

Benefits

Comp & perks

Free Continuing Education Units (CEUs) to support licensure and career advancement
Employee referral program with rewards
Flexible scheduling
Supportive and collaborative team culture
Inclusive environment
Personalized, one-on-one care opportunities
Growth and stability with Florida’s largest independent home health agency
Recognized as a USA Today Top Workplace